Core Points - The Shanghai Composite Index fell by 0.07% on November 12, with 11 industries experiencing gains, led by household appliances and comprehensive sectors, which rose by 1.22% and 1.05% respectively [1] - The textile and apparel industry ranked third in terms of daily gains, increasing by 0.87% [2] - The overall market saw a net outflow of 58.897 billion yuan, with the pharmaceutical and banking sectors attracting the most inflow of 2.402 billion yuan and 1.810 billion yuan respectively [1] Industry Summary Textile and Apparel Industry - The textile and apparel sector had a daily increase of 0.87%, with 59 out of 105 stocks rising, including 7 hitting the daily limit [2] - The leading stock in terms of net inflow was Seven Wolves, with a net inflow of 183 million yuan, followed by Xinha and Jiumuwang with inflows of 53.176 million yuan and 41.275 million yuan respectively [2] - The sector also saw a net outflow of 504,100 yuan, with 17 stocks experiencing significant outflows, led by Wanlima with a net outflow of 126.504 million yuan [3] Key Stocks in Textile and Apparel - Top inflow stocks included: - Seven Wolves: +7.39%, 14.47% turnover, 183 million yuan inflow - Xinha: +4.94%, 10.66% turnover, 53.176 million yuan inflow - Jiumuwang: +10.05%, 3.58% turnover, 41.275 million yuan inflow [2] - Top outflow stocks included: - Wanlima: -5.39%, 29.61% turnover, -126.504 million yuan outflow - Yunzhi: -9.50%, 10.87% turnover, -46.626 million yuan outflow - Cuihua Jewelry: -2.01%, 7.48% turnover, -29.524 million yuan outflow [3]

每经AI快讯，天眼查工商信息显示，近日，浙江雷傲机器人有限公司成立，法定代表人为沈仁荣，注册资本1亿元人民币，经营范围包括智能机器人的研 发、服务消费机器人制造、特殊作业机器人制造等。股东信息显示，该公司由上海傲意信息科技有限公司、雷迪克（300652）共同持股。 | | 都在用的商业查询工具 | 皇公园 音去板 城米植 音风险 | | | | | --- | --- | --- | --- | --- | --- | | | 田家中小企业发展子其余旗下机构 | 浙江雷傲机器人有限公司 | 区 天眼一下 | 脂 应用 ▼ | 商务合作 1 | | 基本信息 7 | 法律诉讼 | 经营风险 | 经营信息 公司发展 | | 知议 | | 工商信息 ● | | | | | | | 工商信息 历史丁商信息0 | | | | | | | 企业名称 | 浙江雷傲机器人有限公司 | | | | | | 法定代表人 | 沈 沈仁荣 | 登记状态 2 | 开业 | | 天眼评分 2 | | | | 成立日期 | 2025-11-12 | | | | 统一社会信用代码 3 | 91330109MAK130A39M | 注册资本 ...

新 股 研 究 北证 50 震荡回落，沪深北三市交易活跃 度均有所下降 ——北交所周报（2025 年 11 月第 2 周） 本报告导读： 11 月第 2 周沪深北三市交易活跃度均有所下降，市场主要指数除中证 500 和北证 50 指数外均有所上涨，北证 50 指数自 10 月 29 日大幅上涨后震荡回落，单周下跌 3.79%。当周北交所 1 只股票招股，2 只新股上市。 投资要点： | 请务必阅读正文之后的免责条款部分 | | --- | 新股研究 /[Table_Date] 2025.11.12 | [Table_Authors] | | | --- | --- | | | 王政之(分析师) | | | 021-38674944 | | | wangzhengzhi@gtht.com | | 登记编号 | S0880517060002 | | | 施怡昀(分析师) | | | 021-38032690 | | | shiyiyun@gtht.com | | 登记编号 | S0880522060002 | | | 王思琪(分析师) | | | 021-38038671 | | | wangsiqi3@gtht ...

今日（11.12），科技主线再度调整，科创50指数ETF(588870)连续第4日下跌，一度跌近2%，午后探底回升，盘中成交额超7200万元！资金面上，科创50指 数ETF（588870）已连续2日获资金青睐，近10日累计净流入超9100万元！科创50指数ETF（588870）年内份额增长3.18亿份，份额增长率超147%，同类断 层领先！ 科创50指数ETF（588870）标的指数热门成分股中，受光伏设备板块调整影响，阿特斯跌超13%，天合光能跌超6%，佰维存储、澜起科技跌超1%，中微公 司、海光信息微跌。上涨方面，寒武纪-U、拓荆科技涨超2%，中芯国际涨超1%。 | 序号 | 代码 | 名称 | 估算权重 | 涨跌幅 | 成交额 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 688256 | 塞武纪-U | 9.40% | 2.78% | 74.29亿 | | 2 | 688472 | 阿特斯 | 1.81% | -13.25% | 53.80亿 | | 3 | 688981 | 中芯国际 | 9.43% | 1.13% | 47.20亿 | | 4 | ...

| 计算机 | | | | 方直科技 | | | --- | --- | --- | --- | --- | --- | | 通信 | -1.48 | 526.98 | -17.49 | 永鼎股份 | -6.86 | | 国防军工 | -1.80 | 259.92 | -10.38 | 三角防务 | -7.69 | | 电力设备 | -3.11 | 2109.71 | 1.22 | 阿特斯 | -17.08 | （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 石油石化 | 1.65 | 122.35 | 60.87 | 石化油服 | 10.21 | | 银行 | 1.64 | 230.10 | 69.37 | 农业银行 | 3.13 | | 家用电器 | 1.18 | 217.94 | 9.77 | 倍益康 | 7.60 | | 纺织服饰 | 1.06 | 130.41 | 14.49 | 九牧王 | 10.05 | | 医药生物 | 0.5 ...

Market Overview - The Shanghai Composite Index increased by 0.27% as of 10:28 AM, with a trading volume of 61.67 billion shares and a transaction value of 893.47 billion yuan, a decrease of 6.50% compared to the previous trading day [1] Industry Performance - The top-performing industries included: - Oil and Petrochemicals: Increased by 1.77% with a transaction value of 8.62 billion yuan, led by Sinopec Oilfield Service, which rose by 10.21% [1] - Banking: Increased by 1.52% with a transaction value of 15.41 billion yuan, led by Agricultural Bank of China, which rose by 2.89% [1] - Home Appliances: Increased by 1.01% with a transaction value of 14.36 billion yuan, led by Beiyikang, which rose by 10.78% [1] - The worst-performing industries included: - Communication: Decreased by 1.33% with a transaction value of 34.89 billion yuan, led by Yongding Co., which fell by 5.45% [2] - Electric Power Equipment: Decreased by 1.25% with a transaction value of 148.46 billion yuan, led by Canadian Solar, which fell by 13.92% [2] - National Defense and Military Industry: Decreased by 0.92% with a transaction value of 16.72 billion yuan, led by Triangle Defense, which fell by 7.34% [2] Stock Performance - A total of 1,864 stocks rose, with 49 hitting the daily limit, while 3,394 stocks fell, with 2 hitting the lower limit [1]

Group 1 - The A-share market opened lower on November 12, with the Shanghai and Shenzhen indices rebounding, and the Sci-Tech Innovation 50 ETF (588000) showing signs of recovery [1] - Key stocks such as Baile Tianheng, Ninebot Company-WD, and Tuojing Technology rose over 3%, while companies like Cambrian, SMIC, and Zhongwei also saw increases [1] - Despite market adjustments, there is a notable capital inflow into AI computing power, with the Sci-Tech Innovation 50 ETF (588000) attracting over 669 million in net inflows in the past three days [1] Group 2 - AMD's CEO predicts that the data center chip and system market could reach $1 trillion by 2030, driven by the AI wave, indicating significant growth potential in this sector [1] - The demand for AI computing power is expected to continue rising, with North American cloud providers projected to spend $408.6 billion and $500 billion in capital expenditures in 2025 and 2026, respectively [2] - The Sci-Tech Innovation 50 ETF (588000) tracks the Sci-Tech Innovation 50 Index, with 69.3% of its holdings in the electronics sector and 5.17% in the computer sector, aligning well with the development of AI and robotics [2]

上海证券近日发布计算机行业周报：过去一周（11.03-11.07）上证综指上涨1.08%，创 业板指上涨0.65%，沪深300指数上涨0.82%，计算机（申万）指数下跌2.54%，跑输上证综 指3.62个百分点，跑输创业板指3.19个百分点，跑输沪深300指数3.36个百分点，位列全行业 第30名。 以下为研究报告摘要： 市场回顾 过去一周（11.03-11.07）上证综指上涨1.08%，创业板指上涨0.65%，沪深300指数上涨 0.82%，计算机（申万）指数下跌2.54%，跑输上证综指3.62个百分点，跑输创业板指3.19个 百分点，跑输沪深300指数3.36个百分点，位列全行业第30名。 周观点 国外英伟达引领超节点潮流。超节点，即Superpod，是一种用于构建大规模算力集群的 技术架构，最早由英伟达提出，指将数千张GPU集成在一个逻辑单元内，形成类似"超级计 算节点"的系统。与传统架构不同的是，超节点可以通过高速互联技术，弥补原先服务器间 带宽不足以及高时延等问题，以期实现算力效率的优化。历经多年的发展，NVLINK已经迭 代到第五代。每块GPU拥有18个NVLink连接，Blackwell GPU ...

市场分析 关注民营企业发展。国内方面，国家发改委主任郑栅洁主持召开民营企业座谈会，围绕"十五五"规划 《纲要》编制，听取关于加快发展服务业的意见建议。参加座谈会的既有工业自动化控制、软件和信息 化服务、工业互联网及综合生产性服务企业，也有餐饮类生活性服务企业。海外方面，美国参议院投票 通过了《持续拨款与延期法案》，为结束政府停摆迈出关键一步。美国众议院将于当地时间周三将就参 议院通过的临时拨款法案进行投票，该法案旨在结束停摆状态。 指数调整。现货市场，A股三大指数高开低走，沪指跌0.39%收于4002.76点，创业板指跌1.4%。行业方 面，板块指数涨跌互现，商贸零售、房地产、钢铁、基础化工行业领涨，通信、电子、计算机、煤炭行 业跌幅居前。当日沪深两市成交额不足2万亿元。海外方面，美国三大股指涨跌互现，道指回到历史最 高水平，隔夜涨1.18%报47927.96点。 来源：市场资讯 风险 若国内政策落地不及预期、海外货币政策超预期、地缘风险升级，股指有下行风险 投资咨询业务资格： 证监许可【2011】1289号 免责声明： 本报告基于本公司认为可靠的、已公开的信息编制，但本公司对该等信息的准确性及完整性不作任何 ...

市场持续震荡，科技板块11月11日再度回调，相关ETF中，计算机ETF（159998）昨日收跌1.61%，成 分股中，存储龙头江波龙逆市涨超6%；云计算ETF天弘（517390）收跌2.08%。 如果拉长时间来看，从10月28日以来（截至11月11日），云计算ETF天弘（517390）已回调超7%，计 算机ETF（159998）10月30日以来也跌超5%。 兴业证券指出，三季报已披露完毕，整体来看，（计算机行业）营业收入、归母利润、扣非利润增速分 别为5.04%、27.31%、25.96%，持续验证今年以来的业绩回暖趋势。当前，板块持仓处于低位，11月为 业绩真空期，建议大力加仓计算机板块。 此外，全球云大厂业绩加速，关注云计算产业链。海外云巨头披露了最新的云业务收入增速，均明显提 速。云业务增速的提升重点受益于AI拉动，且云大厂均加大了资本开支力度，展现对未来发展信心， 建议持续重点关注云计算产业链。 计算机ETF（159998，场外C类001630）跟踪的中证计算机主题指数，软硬件兼备，软件开发、计算机 设备、IT服务行业，能全面反映计算机行业整体表现，是布局数字经济发展机遇的高效工具。 消息面上，我科研 ...